3,195 hedge funds and large institutions have $198B invested in Merck in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,288 increasing their positions, 1,403 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,195
Holders Change
-43
Holders Change %
-1.33%
% of All Funds
50.94%
Holding in Top 10
185
Holding in Top 10 Change
-73
Holding in Top 10 Change %
-28.29%
% of All Funds
2.95%
New
146
Increased
1,288
Reduced
1,403
Closed
148
Calls
$1.84B
Puts
$1.44B
Net Calls
+$405M
Net Calls Change
+$158M
Name Holding Trade Value Shares
Change
Shares
Change %
GFL
2926
Granite FO LLC
New Hampshire
$243K +$28.7K +279 +13%
TC
2927
Trilogy Capital
California
$242K -$102K -986 -30%
PBC
2928
Pavion Blue Capital
California
$242K -$1.03K -10 -0.4%
WCA
2929
Waypoint Capital Advisors
Minnesota
$241K +$11.4K +111 +5%
NC
2930
NovaPoint Capital
Georgia
$241K +$14.7K +143 +7%
IAG
2931
Investment Advisory Group
Massachusetts
$241K +$412 +4 +0.2%
TW
2932
Towerpoint Wealth
California
$241K +$824 +8 +0.3%
EBWM
2933
Eagle Bluffs Wealth Management
Missouri
$241K -$5.5K -53 -2%
WAOI
2934
Wealth Advisors of Iowa
Iowa
$240K +$1.34K +13 +0.6%
DCM
2935
Driehaus Capital Management
Illinois
$240K -$125K -1,211 -34%
IP
2936
Isthmus Partners
Wisconsin
$240K -$2.06K -20 -0.9%
NECFA
2937
New England Capital Financial Advisors
Connecticut
$240K +$1.44K +14 +0.6%
CW
2938
CIC Wealth
Maryland
$240K +$7.62K +74 +3%
MCM
2939
Mattern Capital Management
Colorado
$239K
MS
2940
Madden Securities
Texas
$239K -$30.9K -300 -11%
PW
2941
Peninsula Wealth
California
$239K +$4.86K +47 +2%
ERWM
2942
Elk River Wealth Management
Colorado
$239K
SFS
2943
Starfox Financial Services
Texas
$238K
BAM
2944
Blueshift Asset Management
New Jersey
$238K -$330K -3,202 -58%
FAN
2945
Financial Advisors Network
California
$238K +$238K +2,315 New
TWM
2946
Triton Wealth Management
Arizona
$238K -$24.2K -234 -9%
CWM
2947
Collaborative Wealth Management
Florida
$238K +$55K +534 +30%
SPWM
2948
Spartan Planning & Wealth Management
North Carolina
$238K +$238K +2,307 New
PD
2949
Planning Directions
Pennsylvania
$237K +$1.13K +11 +0.5%
AWS
2950
Arkfeld Wealth Strategies
Nebraska
$237K +$311 +3 +0.1%